IRA Essentials - Louisville

If you are not a KBA member, please contact Jamie Hampton at or 502-736-1278 for the possibility of attending at a non-member rate.

IRA Essentials gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should bring a hand-held calculator.

Introduction and Establishing IRAs
•   Identify the tax advantages of Traditional and Roth IRAs

•   Summarize the IRA opening document requirements

•   Explain the difference between primary and contingent beneficiaries

IRA Funding
•   Compare and contrast Traditional and Roth IRA eligibility requirements

•   Explain the regular contribution limit

•   Distinguish the regular contribution deadline

•   State the rules for prior-year contributions

•   Discuss the regular contribution reporting deadlines

IRA Distributions
•   Identify federal income tax withholding requirements

•   Recognize the exceptions to the early distribution penalty tax

•   Summarize the tax consequences of Traditional and Roth IRA distributions

•   Define a required minimum distribution (RMD) and the required beginning date (RBD)

•   Discuss the distribution reporting deadlines

IRA Portability
•   Differentiate between a rollover and a transfer

•   Distinguish between direct and indirect rollovers between IRAs and employer-sponsored retirement plans

Who Should Attend

You should attend this seminar if you

•   need to learn the basics of Traditional and Roth IRAs or

•   want an updated, general refresher on IRA rules.

Event Brochure



Unified Technologies 11500 Blankenbaker Access Drive Louisville, KY
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Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.